ALFI Global Asset Management Conference

This keynote examines the current market outlook and recent equity performance in a shifting macro environment. It explores how investors can navigate volatility through disciplined asset allocation and sector rotation, while assessing the growing impact of artificial intelligence on earnings, productivity, and market leadership. Attendees will gain practical insights on positioning portfolios for the next phase of the cycle.

Performance used to be the differentiator. But service excellence is now an equally important area and is often the critical factor driving investor choice. Investors are in charge – they have near-complete transparency on fund performance and can easily find and share information on service. They expect speed, transparency, personalization and digital engagement, regardless of region, language or distribution model. And if the experience falls short, switching is only a click away. For asset managers wanting to expand, this creates a complex challenge: how do you deliver personalised, locally relevant investor experiences while maintaining consistent global standards and operational efficiency?

This session is kindly sponsored by SS&C Technologies

As global wealth grows, the next wave of opportunity for asset and wealth managers lies in understanding evolving client needs and capturing growth across regions. Firms are moving beyond product-led models toward integrated, solution-driven strategies, collaborating to deliver better outcomes and more personalised experiences, powered by AI-enabled distribution. At the same time, the retailisation of private markets is opening institutional-quality opportunities to a broader range of investors, enhancing diversification and long-term potential. Private assets and legacy planning are also taking centre stage, as generational wealth transfer and evolving family office structures reshape governance and investment priorities. Join industry leaders to explore how private markets, AI-driven distribution, and next-generation wealth strategies are redefining the future of wealth management.

Catapult: FundTech - a LHoFT programme in partnership with ALFI and MiddleGame Ventures